| 1 | Betterment LLC | 603,347 | $25.7M | 0.05% | Share |
| 2 | Windmill Hill Asset Management Ltd | 114,575 | $4.9M | 1.14% | Share |
| 3 | Financial Engines Advisors L.L.C. | 113,565 | $4.8M | 0.01% | Share |
| 4 | Rockefeller Capital Management L.P. | 102,619 | $4.0M | 0.01% | Share |
| 5 | Cerity Partners LLC | 50,589 | $2.0M | 0.00% | Share |
| 6 | Composition Wealth, LLC | 45,580 | $1.9M | 0.03% | Share |
| 7 | LPL Financial LLC | 30,723 | $1.0M | 0.00% | Share |
| 8 | TIFF ADVISORY SERVICES, LLC | 15,928 | $679K | 0.12% | Share |
| 9 | BAILARD, INC. | 12,891 | $549K | 0.01% | Share |
| 10 | Modera Wealth Management, LLC | 11,430 | $487K | 0.01% | Share |
| 11 | Tortoise Investment Management, LLC | 11,183 | $476K | 0.04% | Share |
| 12 | PROFFITT & GOODSON INC | 10,280 | $438K | 0.06% | Share |
| 13 | BALDWIN WEALTH PARTNERS LLC/MA | 10,039 | $428K | 0.03% | Share |
| 14 | HARBOUR INVESTMENTS, INC. | 8,149 | $347K | 0.01% | Share |
| 15 | SB Capital Management Inc | 6,209 | $264K | 0.10% | Share |
| 16 | Bridgewater Advisors Inc. | 4,528 | $205K | 0.01% | Share |
| 17 | William Mack & Associates, Inc. | 4,712 | $200K | 0.09% | Share |
| 18 | McIlrath & Eck, LLC | 1,323 | $56K | 0.01% | Share |
| 19 | N.E.W. Advisory Services LLC | 1,068 | $45K | 0.00% | Share |
| 20 | eCIO, Inc. | 896 | $38K | 0.02% | Share |
| 21 | AdvisorNet Financial, Inc | 316 | $13K | 0.00% | Share |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | 314 | $13K | 0.00% | Share |
| 23 | EVERMAY WEALTH MANAGEMENT LLC | 300 | $12K | 0.00% | Share |
| 24 | Sachetta, LLC | 43 | $1K | 0.00% | Share |
| 25 | BANK OF AMERICA CORP /DE/ | 17,320 | $0 | 0.00% | Share |
| 26 | BANK OF AMERICA CORP /DE/ | 20,666 | $0 | 0.00% | Share |
| 27 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 28 | OSAIC HOLDINGS, INC. | 3,431 | $0 | 0.00% | Share |
| 29 | NewEdge Advisors, LLC | 90 | $0 | 0.00% | Share |
| 30 | Dunhill Financial, LLC | 14 | $0 | 0.00% | Share |
| 31 | Urban Financial Advisory Corp | 1 | $0 | 0.00% | Share |
| 32 | BlackRock, Inc. | 9,910 | $0 | 0.00% | Share |
| 33 | Rockefeller Capital Management L.P. | 1,783 | $0 | 0.00% | Share |
| 34 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 35 | Creative Planning | 13,582 | $0 | 0.00% | Share |
| 36 | BANK OF AMERICA CORP /DE/ | 17,065 | $0 | 0.00% | Share |
| 37 | ROYAL BANK OF CANADA | 124 | $0 | 0.00% | Share |
| 38 | FMR LLC | 90 | $0 | 0.00% | Share |
| 39 | NATIONAL BANK OF CANADA /FI/ | 282 | $0 | 0.00% | Share |
| 40 | Mariner, LLC | 7,089 | $0 | 0.00% | Share |
| 41 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 42 | COLDSTREAM CAPITAL MANAGEMENT INC | 11,051 | $0 | 0.00% | Share |